Invoice presets

Updating the configuration of the presets affects all colleagues in the practice. Presets automate and expedite the creation of invoices.

Go to [Settings] > [Invoicing] > [Presets] and click [+]. (Create a new billing preset)

 

Give the preset a title. The beneficiary is the sender of the invoice. If this is set to dynamic, then the beneficiary is adjusted to the account that creates the invoice, i.e., if you want the beneficiary to always be the same person, do not enable dynamic.

Choose for which disciplines, locations, and colleagues the preset may be used. For example, if you want to use a specific invoice numbering for location x, you can set this here.

Under numbering templates, you will find the invoice numbers that have been created. Choose which invoice numbering you want to use for the preset. See also Invoice numbering settings    

Under document templates, you will find the invoice templates that have been created. Choose which invoice template you want to use.

Attention: you can only choose one numbering and document template per preset.

Finally, click [Create] to create the invoice preset.

• Related Articles

• Invoice numbering settings

  To create an invoice number, go to [Settings] > [Invoicing] > [Number Templates]. Click on [+] to create a new number template. Fill in the fields and click [Create Template] to create the new numbering. At the bottom, you have an example of what ...

• Create an invoice

  Crossuite provides some standard templates for invoice creation. It is also possible to create your own templates. You can create an invoice via calendar view or via a patient record. To create an invoice via the calendar view, click on the relevant ...

• Create / edit an invoice template

  Navigate to settings Go to settings, navigate to [Finance], then to [Invoicing], and finally click on [Document templates] to adjust the template. Modify an invoice template You can modify an existing template with the [] button next to the invoice ...

• Online payment of treatment or invoice

  In this article, you will read how to send an online payment request for a treatment to the patient. How to activate online payments for your practice read in this article: Mollie - Activating online payments Open the financial panel of your ...

• Financial administration at appointment level [Schedule Package].

  De financiële administratie op afsprakenniveau is enkel voor gebruikers met een Schedule-pakket Through the appointment from the calendar, it is possible to immediately arrange financial administration. This means you can handle payments, including ...